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Renaissance Capital’s Kenvue KVUE Stock Holding History

Renaissance Capital’s Portfolio KVUE Stock Details KVUE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-692,188
Closed -$12.1M – 55
2026
Q1 		$12.1M Sell
692,188
-124,530
-15% -$2.22M 8.79% 3
2025
Q4 		$14.1M Sell
816,718
-163,718
-17% -$2.68M 10.15% 2
2025
Q3 		$15.9M Buy
980,436
+351,259
+56% +$7.17M 8.92% 2
2025
Q2 		$13.2M Buy
629,177
+48,267
+8% +$1.1M 9.18% 3
2025
Q1 		$13.9M Sell
580,910
-142,682
-20% -$3.16M 10.76% 1
2024
Q4 		$15.4M Buy
723,592
+61,330
+9% +$1.39M 10.14% 1
2024
Q3 		$15.3M Sell
662,262
-302,261
-31% -$6.26M 10.08% 1
2024
Q2 		$17.5M Buy
964,523
+34,684
+4% +$672K 9.79% 2
2024
Q1 		$20M Buy
929,839
+20,891
+2% +$424K 10.36% 1
2023
Q4 		$19.6M Buy
908,948
+30,119
+3% +$603K 9.62% 1
2023
Q3 		$17.6M Buy
878,829
+800,316
+1,019% +$18.5M 9.37% 2
2023
Q2 		$2.07M Buy
+78,513
New +$2.05M 1.18% 20

Other funds holding KVUE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Renaissance Capital's KVUE Position: Q2 2026 in Review

Renaissance Capital sold out of Kenvue (KVUE) in Q2 2026, closing a stake of 692,188 shares — an estimated $12.1M sold.

Renaissance Capital first reported a position in KVUE in Q2 2023 and held it in 12 quarters. The position peaked at $20M in Q1 2024. 1,010 funds tracked by Wall St. Rank hold KVUE as of Q2 2026.

  • Renaissance Capital reported no remaining Kenvue position as of Q2 2026 after selling out during the quarter.
  • Renaissance Capital sold 692,188 Kenvue shares in Q2 2026, an estimated $12.1M.
  • Renaissance Capital first reported a position in Kenvue in Q2 2023 and held it in 12 quarters.
  • Renaissance Capital's Kenvue position peaked at $20M in Q1 2024.
  • 1,010 funds tracked by Wall St. Rank held Kenvue as of Q2 2026.

Based on Renaissance Capital's 13F filing for Q2 2026, filed 5 Aug 2026.